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Institutional Ownership · SEC Form 13F

Who owns BTE (BTE)


Which tracked institutional funds hold BTE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BTE company fundamentals →

Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

177
Institutional holders
376,067,761
Shares held (tracked funds)

How the tape is positioned

74 tracked funds added or opened BTE while 28 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

BTE’s largest tracked holder by dollar value, Juniper Capital Advisors, L.P., sizes it at 66.9% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 66.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in BTE divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 177 tracked filers holding BTE, 110 increased or opened the position and 60 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in BTE between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 22

  • VANGUARD CAPITAL MANAGEMENT LLC$88M
  • VANGUARD FIDUCIARY TRUST CO$27M
  • Man Group plc$12M
  • Vanguard Global Advisers, LLC$10M
  • Bridgewater Associates, LP$7M
  • Grantham, Mayo, Van Otterloo & Co. LLC$6M

Full exits 7

  • VANGUARD GROUP INC$62M
  • Point72 Asset Management, L.P.$4M
  • SIR Capital Management, L.P.$3M
  • BTG Pactual Asset Management US LLC$2M
  • PICTON MAHONEY ASSET MANAGEMENT$1M
  • PORTLAND INVESTMENT COUNSEL INC.$912K

Largest adds

  • ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$91M
  • Connor, Clark & Lunn Investment Management Ltd.$82M
  • D. E. Shaw & Co., Inc.$59M
  • Encompass Capital Advisors LLC$45M
  • GOLDMAN SACHS GROUP INC$43M
  • JANE STREET GROUP, LLC$33M

Largest trims

  • Juniper Capital Advisors, L.P.$83M
  • CITADEL ADVISORS LLC$4M
  • HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$4M
  • CoreCommodity Management, LLC$3M
  • ACADIAN ASSET MANAGEMENT LLC$3M
  • GEODE CAPITAL MANAGEMENT, LLC$2M

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
Juniper Capital Advisors, L.P. trimmed49,701,895$222M12.5%2026-Q1
Connor, Clark & Lunn Investment Management Ltd. added39,829,373$178M10.0%2026-Q1
D. E. Shaw & Co., Inc. added22,571,938$101M5.7%2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added22,003,118$98M5.5%2026-Q1
Encompass Capital Advisors LLC added20,071,614$90M5.1%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new19,746,049$88M5.0%2026-Q1
AMERICAN CENTURY COMPANIES INC added17,268,220$77M4.4%2026-Q1
TD Asset Management Inc added13,489,894$60M3.4%2026-Q1
GOLDMAN SACHS GROUP INC added10,714,481$48M2.7%2026-Q1
Webs Creek Capital Management LP trimmed9,245,458$41M2.3%2026-Q1
MILLENNIUM MANAGEMENT LLC added9,087,539$41M2.3%2026-Q1
JANE STREET GROUP, LLC added8,972,358$40M2.3%2026-Q1
ROYAL BANK OF CANADA added7,963,106$36M2.0%2026-Q1
ALLIANCEBERNSTEIN L.P. trimmed10,206,145$33M1.9%2026-Q1
MORGAN STANLEY added7,003,217$31M1.8%2026-Q1
INTACT INVESTMENT MANAGEMENT INC. trimmed6,506,300$29M1.6%2026-Q1
VANGUARD FIDUCIARY TRUST CO new6,036,921$27M1.5%2026-Q1
BANK OF MONTREAL /CAN/ added5,970,280$27M1.5%2026-Q1
RENAISSANCE TECHNOLOGIES LLC added5,471,800$24M1.4%2026-Q1
NATIONAL BANK OF CANADA /FI/ added4,908,778$22M1.2%2026-Q1
STATE OF WISCONSIN INVESTMENT BOARD trimmed4,653,401$21M1.2%2026-Q1
CIBC WORLD MARKET INC. added4,605,234$21M1.2%2026-Q1
FIRST TRUST ADVISORS LP added4,353,530$19M1.1%2026-Q1
Nuveen, LLC added3,867,937$17M1.0%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added3,539,927$16M0.9%2026-Q1
UBS Group AG trimmed3,461,661$15M0.9%2026-Q1
JUPITER ASSET MANAGEMENT LTD added3,310,085$15M0.8%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed3,158,528$14M0.8%2026-Q1
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC trimmed2,877,263$13M0.7%2026-Q1
PCJ Investment Counsel Ltd. added2,805,993$13M0.7%2026-Q1
Man Group plc added2,693,630$12M0.7%2026-Q1
HITE Hedge Asset Management LLC trimmed2,327,328$10M0.6%2026-Q1
Vanguard Global Advisers, LLC new2,159,952$10M0.5%2026-Q1
Vontobel Holding Ltd. added2,030,000$9M0.5%2026-Q1
Thomist Capital Management, LP trimmed1,885,306$8M0.5%2026-Q1
SCOTIA CAPITAL INC. added1,870,481$8M0.5%2026-Q1
Bridgewater Associates, LP new1,638,670$7M0.4%2026-Q1
Swiss National Bank1,369,488$6M0.3%2026-Q1
Federation des caisses Desjardins du Quebec trimmed1,352,458$6M0.3%2026-Q1
Grantham, Mayo, Van Otterloo & Co. LLC added1,303,300$6M0.3%2026-Q1
Quantbot Technologies LP added1,165,461$5M0.3%2026-Q1
Hartree Partners, LP trimmed1,000,000$4M0.3%2026-Q1
Aquatic Capital Management LLC added879,852$4M0.2%2026-Q1
TORONTO DOMINION BANK added869,851$4M0.2%2026-Q1
CITADEL ADVISORS LLC trimmed744,430$3M0.2%2026-Q1
Russell Investments Group, Ltd. added687,804$3M0.2%2026-Q1
Quadrature Capital Ltd added685,440$3M0.2%2026-Q1
XTX Topco Ltd added653,287$3M0.2%2026-Q1
Vident Advisory, LLC new633,471$3M0.2%2026-Q1
CIBC Asset Management Inc added629,330$3M0.2%2026-Q1
Legal & General Group Plc added611,165$3M0.2%2026-Q1
MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed587,155$3M0.1%2026-Q1
Mariner, LLC trimmed585,068$3M0.1%2026-Q1
LAZARD ASSET MANAGEMENT LLC added571,906$3M0.1%2026-Q1
VANGUARD ASSET MANAGEMENT, Ltd new568,879$3M0.1%2026-Q1
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp added559,206$3M0.1%2026-Q1
FRANKLIN RESOURCES INC added536,589$2M0.1%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC trimmed497,721$2M0.1%2026-Q1
AMERIPRISE FINANCIAL INC trimmed462,685$2M0.1%2026-Q1
MACKENZIE FINANCIAL CORP added437,266$2M0.1%2026-Q1
O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed421,090$2M0.1%2026-Q1
Gotham Asset Management, LLC added406,986$2M0.1%2026-Q1
Invesco Ltd. trimmed376,519$2M0.1%2026-Q1
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO added365,916$2M0.1%2026-Q1
Jump Financial, LLC added335,792$2M0.1%2026-Q1
SIG North Trading, ULC trimmed319,160$1M0.1%2026-Q1
BALYASNY ASSET MANAGEMENT L.P. added295,953$1M0.1%2026-Q1
Numerai GP LLC trimmed291,827$1M0.1%2026-Q1
Zurcher Kantonalbank (Zurich Cantonalbank) added275,721$1M0.1%2026-Q1
Police & Firemen's Retirement System of New Jersey246,422$1M0.1%2026-Q1
Thrivent Financial for Lutherans new245,673$1M0.1%2026-Q1
BANK OF NOVA SCOTIA added239,986$1M0.1%2026-Q1
Schonfeld Strategic Advisors LLC added237,471$1M0.1%2026-Q1
TD Waterhouse Canada Inc. added245,491$1M0.1%2026-Q1
Qube Research & Technologies Ltd added209,689$937K0.1%2026-Q1
Vanguard Personalized Indexing Management, LLC trimmed203,607$910K0.1%2026-Q1
WELLINGTON MANAGEMENT GROUP LLP added193,065$860K0.0%2026-Q1
Aigen Investment Management, LP added190,243$850K0.0%2026-Q1
Alberta Investment Management Corp trimmed175,420$785K0.0%2026-Q1
Vanguard Investments Australia, Ltd. new173,885$777K0.0%2026-Q1
Tidal Investments LLC added170,659$763K0.0%2026-Q1
BlackRock, Inc. added169,082$756K0.0%2026-Q1
VAN DEN BERG MANAGEMENT I, INC trimmed166,027$742K0.0%2026-Q1
OXFORD ASSET MANAGEMENT LLP new165,144$738K0.0%2026-Q1
Janney Montgomery Scott LLC trimmed157,100$702K0.0%2026-Q1
TWO SIGMA INVESTMENTS, LP trimmed156,100$698K0.0%2026-Q1
VANGUARD GROUP INC trimmed19,039,987$62M3.5%2025-Q4 stale
Canoe Financial LP new8,304,327$19M1.1%2025-Q3 stale
Sourcerock Group LLC added3,520,550$8M0.4%2025-Q1 stale
Ninepoint Partners LP trimmed2,800,000$6M0.4%2025-Q1 stale
MARSHALL WACE, LLP added2,457,211$5M0.3%2025-Q1 stale
ROYCE & ASSOCIATES LP trimmed2,829,083$5M0.3%2025-Q2 stale
FMR LLC trimmed2,335,964$4M0.2%2025-Q2 stale
Point72 Asset Management, L.P. added1,277,346$4M0.2%2025-Q4 stale
SIR Capital Management, L.P. trimmed814,000$3M0.1%2025-Q4 stale
BTG Pactual Asset Management US LLC new633,954$2M0.1%2025-Q4 stale
AXA S.A. added1,130,528$2M0.1%2025-Q2 stale
PICTON MAHONEY ASSET MANAGEMENT new410,772$1M0.1%2025-Q4 stale
HSBC HOLDINGS PLC trimmed491,593$1M0.1%2025-Q3 stale
PORTLAND INVESTMENT COUNSEL INC.280,300$912K0.1%2025-Q4 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership